Scott Gibson is a financial advisor with Wells Fargo Advisors in Charlottesville, VA, holding Series 63 and Series 65 licenses and 20 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he spent 10 years with Ameriprise Financial Services. He is the sole owner of Scott Gibson Wealth Management LLC and a majority owner of Gibson GP, LLC, both investment-related entities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs analysis. The firm’s advisory services integrate with other financial products and referral channels, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Joseph Platt is a financial advisor with LPL Financial based in Charlottesville, VA. He holds Series 63 and Series 65 designations and has 42 years of industry experience. His career includes roles at Grove Point Investments, H. Beck, Inc., and operating Platt Financial since 2008. He is also involved with a privately held entity, Skip Platt Inc, which is not investment related. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Christian Mccullough III is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds the Series 63, 65, and 66 licenses. Outside of his advisory role, he is also a musician and writer, involved in public performance and the dissemination of original music and words. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Grierson is a CFP® professional at Wells Fargo Clearing with 32 years of industry experience. He has previously worked at Morgan Stanley and Citigroup Global Markets. His current role is based in Charlottesville, VA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Graham Scharf is a financial advisor with Ameriprise in Charlottesville, VA, holding a Series 66 designation and eight years of experience at the firm. Prior to joining Ameriprise in 2018, he spent four years with the Advanced Studies in Culture Foundation. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Julia Reichard is a CFP® professional with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has been involved with Raymond James since 2012 and is a co-owner of Clarity Wealth Partners LLC, a support company for her financial planning and investment practice. Reichard also co-owns Dean-Reichard LLC, which owns half of Clarity Wealth Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using analytical tools and supports institutional consulting and portfolio management through a large network of advisors.

Donald Giannangeli III is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to his advisory role, he worked at Don Johnson Motors, Inc. from 2014 to 2017. He also has a non-operational role in Don Johnson Motors, Inc., limited to signing checks for established vendors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Scott Marshall is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a compliance committee member for the Lake Monticello Owners Association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large team of financial advisors and integrates research and analytics to support its investment offerings.

Kevin Sparacino is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes roles at Citizens and Farmers Bank, United Brokerage Services Inc., and First Citizens Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Laura Pittman is a financial advisor with Ameriprise in Charlottesville, VA, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations primarily for clients with Ameriprise-managed assets.

April Martin is a financial advisor with LPL Financial in Earlysville, VA, holding Series 63 and Series 65 credentials and 19 years of industry experience. Her prior work includes roles at Securities America, Inc., Securities America Advisors, and New England Securities. Outside of advising, she plays music at an assisted living facility and a local theatre. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Steven Engel is a financial advisor with Ameriprise Financial Services in Charlottesville, VA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise since 2005, serving in his current role since 2020. Outside of his advisory work, he is co-owner of Origin Wealth LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Crystal Crawford is a financial advisor with Wells Fargo Clearing in Charlottesville, VA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked at Wells Fargo Clearing since 2020 and previously was with Bank of America, N.A. from 2015 to 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Strickland is a CFP® with 22 years of industry experience, currently with Cetera in Charlottesville, VA. He has worked at firms including Quo Vadis Wealth and Private Advisor Group, LLC. Strickland is also the owner of Quo Vadis Financial, LLC, a financial services business operating under the name Wilkinson Wealth Management. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving a broad client base that includes individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, including model portfolios, third-party managers, and customized strategies.

Mary Sexton is a CFP® professional with 34 years of industry experience. She is currently with RBC Capital Markets and has previously worked at Morgan Stanley and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers, alongside integrated financial planning and brokerage services.

James Neligan is a financial advisor with Wells Fargo Clearing in Charlottesville, VA, holding a Series 63 designation and over 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 16 years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Sean Van Etten is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and has previously worked at Western Governors University, Cellular Sales, and TELICS. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment analysis uses a proprietary methodology developed by its Investment Strategy Group, combining forward-looking capital market assumptions with probabilistic modeling to support asset allocation and financial planning.

Jacob Conley is a CFP®-designated financial advisor based in Charlottesville, VA, with nine years of industry experience. He currently works with LPL Financial and Sonder Wealth Group, having previously been affiliated with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by proprietary research and a broad network of investment adviser representatives.

Joseph Antonelli Jr. is a CFA® charterholder with 38 years of experience in the financial industry. He is currently affiliated with Cetera and has previously worked at firms including Private Advisor Group, Wilkinson Wealth Management, LPL Financial LLC, The Capital Management Corporation, Mass Mutual Investors Services, and Flippin Bruce & Porter Inc. Outside of his advisory role, he serves as secretary of the Stone Ridge Condo Association, where he reviews financials and reports to the board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a range of clients from individuals to institutional accounts. The firm offers a diversified platform with various portfolio management options, including access to affiliated and third-party managers, and provides both discretionary and non-discretionary investment services.

Daniel Buckman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at several firms including Truist Investment Services and Buckman & Company. Buckman serves as a board member for both the Spotsylvania Education Foundation and the Lloyd F. Moss Free Clinic. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals and supports a broad network of advisors with specialized offerings, including municipal finance and employer advisory programs.